First of all, I would like to thank all my loyal readers for having the opportunity to read my article again today. Today we will only talk about one topic - "The hard-to-find ibuprofen"!
Since the joint epidemic prevention and control mechanism has repeatedly optimized scientific and precise prevention and control measures, although the depressed mood for three years has been greatly appreciated by many people, judging from the results, it may not be so good!
trip code is offline, nucleic acid test is no longer mandatory for all employees, health codes are no longer checked, and nucleic acid certificates are no longer checked! On the surface, it seems that the prevention and control policies have been further relaxed, and everyone is happy, and they are full of confidence and looking forward to the rapid recovery of the economy!
But it has been more than ten days since the prevention and control policies were relaxed. Can we observe what is happening around us? Are there too many people on the street? Have there been more people in the mall? The result of
can be imagined!
Because since the liberalization, the multiple protective barriers built by the country for us have been gradually withdrawn. After losing the protective barriers, there are more and more Xiaoyang people around us, and the speed of this spread is beyond imagination. Almost all of them are family units, and they all fall!
As the number of people with small yang increases, the demand for medicines increases rapidly, because the first common symptom after everyone is yang is fever. The wanton spread of the current online media has aggravated social anxiety, because almost everyone believes that sooner or later, everyone will get yang!
So as this anxiety is gradually amplified, the antipyretic miracle drug ibuprofen has become one of the drugs that is being snatched up by the society, so much so that it is now hard to find a box of it!
Are these things really lacking? I think a sensible person should know in his heart that there is no shortage of it at all, it’s just that too many people carried out one-time extreme behavior due to the influence of anxiety, resulting in excessive market demand in a short period of time!
With the strong demand for ibuprofen continuing to ferment, Xinhua Pharmaceutical , the company with the largest production capacity, is very popular in the market. It even recorded a brilliant result of 9 boards in 10 days. Some people once thought that with ibuprofen, Xinhua is expected to become the most potential New Year's Eve monster king this year!
The author believes that from the long-term logical support point of view, ibuprofen is not enough to support it to become the most potential New Year's Eve Demon King! Looking back over the past three years, masks, protective clothing, gloves, and antigen test kits have all exploded due to excessive one-time market demand, but judging from the results, almost none of them ended well!
At the same time, at a time when the public was anxious about not being able to buy antipyretics, Northeast Pharmaceutical , as the leading company of paracetamol , once again stood out. According to the disclosure of company executives, the cost of raw materials for 20 tablets almost reached 2 yuan, so it is said that people are not relying on this to make national wealth. Although the demand is large, it will not have a significant impact on the company's performance!
The core of the hype is the social responsibility of enterprises!
Since the weekend, another company has become the favorite of many experts, but this company's performance today is shocking!
Although the market sentiment of this company is not as enthusiastic as ibuprofen, judging from today's market performance, a huge physical negative line is like a guillotine for and a heavy blow for , because this weekend many great people are advocating - loxoprofen!
Recently, the National Health Commission has optimized the diagnosis and treatment plan based on the ninth edition, and disclosed the "Medication Catalog for Patients with New Coronavirus Infections (First Edition)", in which we can easily find that there are many alternative products for the antipyretic medicine ibuprofen, and loxoprofen is one of them!
● Taking January to June 2022 as an example, pharmaceutical preparation revenue is 847.5 million, accounting for 82.21%, gross profit margin is 86.65%, excipient revenue is 73.77 million, accounting for 7.16%, API revenue is 59.66 million, accounting for 5.79%, plant extraction and other revenue is 28.06 million, accounting for 2.72%.
From an industry perspective, the pharmaceutical industry is closely related to the health of the social population, and its periodicity is not obvious. At the same time, there are no obvious regional and seasonal cycles. What is important is that it has a strong rigid demand.
In the first three quarters of this year, revenue was 1.6 billion, increased by 41.6% year-on-year, and net profit was 210 million, a year-on-year increase of 23.2%.
According to the company's disclosure, the core driving factor for the steady growth in performance is that the leading products have become increasingly competitive in the industry in recent years, and sales have grown rapidly, which has promoted the company's steady growth in performance.
●Medical innovation creates a core moat
The company innovates the three traditional delivery methods, topical, oral, and injection, and further improves performance through medical innovation to develop and prepare gel patches.
As a high-tech technology, this kind of thing has always been a stuck link. Compared with many years ago, this kind of thing has been monopolized by overseas manufacturers. Through independent innovation, the company has broken the overseas monopoly and achieved the localization of many key excipients and the independent research and development of new polymer materials.
So from the current point of view, the company is an exclusive preparation in this field, with a market share of 100%.
From January to June this year, the company's preparation product revenue was 847 million, a year-on-year increase of 38.88%, of which 575.7 million was derived from this exclusive preparation gel, a year-on-year increase of 57.90%, accounting for nearly 70%.
It can be seen from this that although ibuprofen and other antipyretics are experiencing a craze, people are really making a fortune in silence! Its gross profit margin exceeds 80%.
The author believes that although the company has suffered a heavy blow today, in the long run, it still has the logic of long-term sustainable growth!
The logic that supports the company's long-term rapid growth:
First: Exclusive Gel Cream is still in the stage of high-speed growth. It will double its growth in 2021. From January to September this year, it surpassed the whole of last year. There is huge potential for future growth.
Second: It is dominated by gel cream and has a rich pipeline of follow-up products, which is expected to become a new performance growth point in the future.
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